Our Growth Strategy

Whether we are designing new tools to help our risk management clients, studying the latest behavioral finance research to improve our wealth management practices, or acquiring a new exciting firm to build our employee benefits business – growth is a critical part of our culture and our strategy for success.

Alera Group has a Two-Part Growth Strategy:

1. Organic growth for our firms

Alera Group firms are committed to achieving industry leading organic growth through collaboration

2. Acquisitive growth nationwide

Alera Group will only acquire high-quality, like-minded partners who share in our vision and values. This means that as Alera Group grows, so does our industry expertise, local relationships and collaborative culture.

What Makes Us Different

Our core principles are what make us stand apart from other companies. We believe in:


Entrepreneurial approach to solutions with future-facing creativity

Shared Resources

Helping our firms reach their full potential


Providing ownership and responsibility within the organization

Client Experience

Working to build strong, trusted relationships


Developing world-class practices with innovative partners

Building Together

Establishing an industry-leading organization

Collaboration is Key

All Alera Group firms benefit from the same powerful national resources:

  • Strategic Vision & Leadership
  • Human Resources, Employee Benefits, & Payroll
  • Finance & Accounting
  • Sales & Operations
  • Marketing & Advertising
  • Technology

Beyond this, our company and our clients also benefit from each firm's unique industry expertise and local relationships. By focusing on our beliefs and values, and only partnering with firms that hold the same core tenets, we deliver exceptional client experiences and the best possible outcomes - positively impacting our employees, clients and the communities where we live and work.

Grow With Us Today

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